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SWP Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SWP Financial’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Sell
3,749
-2,674
-42% -$205K 0.13% 63
2026
Q1 		$496K Sell
6,423
-487
-7% -$37.9K 0.25% 43
2025
Q4 		$538K Buy
6,910
+1
+0% +$78 0.27% 42
2025
Q3 		$539K Sell
6,909
-52
-0.7% -$4.03K 0.27% 44
2025
Q2 		$538K Buy
+6,961
New +$530K 0.3% 44
2024
Q4 		– Sell
-99,569
Closed -$7.8M – 68
2024
Q3 		$7.8M Sell
99,569
-13,296
-12% -$1.03M 4.76% 10
2024
Q2 		$8.45M Buy
+112,865
New +$8.39M 5.58% 7

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWP Financial's BIV Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 42% in Q2 2026, selling an estimated $205K and leaving 3,749 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #63.

SWP Financial first reported a position in BIV in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.45M in Q2 2024. 551 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • SWP Financial held 3,749 shares of Vanguard Intermediate-Term Bond ETF worth $288K as of Q2 2026.
  • SWP Financial sold 2,674 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of SWP Financial's portfolio in Q2 2026, its #63 holding.
  • SWP Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • SWP Financial's Vanguard Intermediate-Term Bond ETF position peaked at $8.45M in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.